Governor DeSantis Signs New Florida Guardianship Bill Into Law

Author Archives: Phillip A. Baumann

Governor DeSantis Signs New Florida Guardianship Bill Into Law

Florida Governor Ron DeSantis recently signed 21 new bills into law, which included House Bill 709/Senate Bill 994, which amended some of the state’s guardianship laws. Under the new legislation, seniors have additional protections while in the care of a guardian. The bill also contains changes to guardian oversight and reporting requirements. Changes to Florida […]

The Pros and Cons of Using the Same Personas Trustee and Personal Representative

If you’re including a trust in your estate plan, you may make your trustee the same person you’ve selected to be your estate’s personal representative, if you choose. In fact, it is quite common for people to do so. But just because it’s easy and common does not always mean it’s the right choice. Here […]

How You Can Choose the Right Personal Representative for Your Estate

Selecting the right personal representative for your estate helps you ensure all matters of your estate will be administered smoothly after your passing. But how do you know who is the right person for the role? Here are a few considerations to keep in mind. Responsibility: Anyone who assumes the role of personal representative should […]

Considerations for Aging in Place

It is common for people to want to stay in their own homes as they age, rather than moving into a retirement community or assisted living facility. One’s ability to do this largely depends on their condition as well as the kind of home they have. But in general, it is possible to plan ahead […]

The Signs of Undue Influence in Estate Planning

One of the more common reasons for disputes over estate plans is accusations of undue influence. This involves one person exerting influence over the person planning their estate in such a way that it compromises that person’s agency and ability to make their own decisions. If one is able to prove decisions in a will […]

Tips for Discussing Your Estate Plan With Your Family

While it can be difficult to spend time thinking about your own mortality, it can be extremely helpful and even freeing to discuss your estate plan and end-of-life wishes with your family. Sharing your intentions in advance can help you to prevent arguments from happening after your death. It might be particularly beneficial if you […]

Yes, Electronic Signatures Are Legally Binding

The spread of the COVID-19 pandemic has resulted in a greater reliance on electronic signatures for a wide variety of legal documents, including estate planning documents. Some people might not have experience in using e-signing tools, and thus might wonder if they are legally binding. The answer is yes: documents signed electronically have the same […]

Alternative Methods of Estate Planning You Can Use During a Pandemic

The COVID-19 pandemic has resulted in a much greater need for flexibility with work and communication. People are now working remotely and having virtual meetings and conferences in place of in-person ones. With many legal offices and courtrooms being closed or having certain limitations in place due to the pandemic, it has become important for […]

Circumstances That Should Lead to You Updating Your Estate Plan

Every few years, it’s a good idea to go back and revisit your estate plan and make sure everything is up to date for your current life situation. There are some major life changes that should also prompt you to revisit and update your estate plan as needed. Now, in the midst of a global […]

Issues to Consider When Developing Advance Directives

Advance directives are important to include in your estate plan, and it has become especially important now to revisit your advance directives in the wake of a global pandemic that has killed more than 140,000 people (and counting) in the United States. Here are a few of the most important issues to consider when developing […]